Strategic Financial Consultant for Wealth Management

**Job Overview:**Meridian Credit Union Ltd is seeking a highly skilled Strategic Financial Growth Consultant to join our team. This role requires a strong background in wealth management, excellent communication skills, and a customer-centric approach.**Responsibilities:**Deliver Exceptional Service: Provide personalized advice-based services to members,...

Role SummaryWe are seeking a highly skilled Senior Financial Consultant to join our team in Ottawa. As a key member of our wealth management team, you will be responsible for providing expert financial advice to high net worth individuals and families.Key ResponsibilitiesAs a Senior Financial Consultant, you will:Contribute to the overall success of our...

Job OverviewWe are seeking a highly motivated and experienced Senior Financial Planner to join our team at Blue Zones Financial Solutions. As a key member of our wealth management team, you will be responsible for collaborating with our senior advisors to provide comprehensive financial planning and investment management services to our clients.Your primary...

Job SummaryWe are seeking an experienced Financial Wellness Portfolio Manager to join our team at Aviso Wealth Inc.About the RoleThe successful candidate will be responsible for building customized financial wellness plans for our members, assisting them in achieving their long-term financial goals.You will work closely with our MSOW2s to identify...

About the Role">This is a full-time opportunity as a Financial Planner and Wealth Manager with Sun Life Financial in Ottawa, Ontario.">Key Responsibilities:">Build long-term relationships with clients to help them plan financially for various stages of life.Create personalized financial roadmaps to assist clients in achieving their goals.Recommend and...

We are seeking a Strategic Financial Services Consultant to join our team at Scotiabank. As a key member of our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Your primary focus will be on investment sales and new client acquisition, as well...

OverviewAviso Wealth Inc is seeking a skilled Financial Wellness Portfolio Manager to join our team. This role involves taking ownership of term renewals and assisting members in building customized financial wellness plans.

About ScotiabankScotiabank is a cornerstone business within Scotia Wealth Management, earning a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.Job SummaryWe are seeking an experienced Financial...

Job SummaryWe are seeking a Strategic Financial Leader to join our team at Egis Canada Ltd. as a Corporate Data Management Director. In this role, you will be responsible for analyzing financial data, creating financial models, and reporting on financial performance to support strategic initiatives and business growth.About the RoleLead financial planning...

Job SummaryWe are seeking a highly motivated Wealth Strategist to join our team at Blue Zones Financial Solutions. As a key member of our Advisory Team, you will play a critical role in helping Canadians build and preserve their wealth.About UsAt Blue Zones Financial Solutions, we help individuals achieve financial freedom so they can create their own blue...

About TAAG CorporationTAAG Corporation is a leading provider of wealth management solutions to high-net-worth families. Our team of experts has extensive experience in managing complex financial portfolios and providing bespoke wealth management services.Job OverviewWe are seeking an experienced Wealth Manager to join our team. The successful candidate will...

As a Senior Financial Portfolio Manager with Co-operators Financial Services, you will be responsible for driving growth and delivering exceptional customer experiences.About Co-operatorsWe are a leading Canadian financial services cooperative offering innovative insurance solutions, wealth management products, and expert advice to our clients. With over $56...

Job DescriptionWe are seeking a skilled Financial Planner to join our team in Ottawa, Canada.About the RoleThis is a fantastic opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.You will focus on investment sales and new client acquisition, as well as establishing business...

Pivot + Edge is a leading wealth management company that prides itself on delivering exceptional client experiences. With a long history of providing top-notch financial services, we have attracted a distinguished clientele who expect the highest level of care in the industry.Key ResponsibilitiesCompetitive salary and performance-based bonuses ($120,000 -...

Role OverviewWe are seeking a highly skilled Financial Wellness Portfolio Specialist to join our team at Aviso Wealth Inc. This is an exciting opportunity for a motivated individual to build strong relationships with members, understand their financial goals, and provide tailored solutions to help them achieve financial wellness.

About UsAt Blue Zones Financial Solutions, we're dedicated to helping Canadians build and preserve their wealth. Our mission is to empower individuals to live their best lives while making a positive impact on future generations.

With Scotiabank, a leading bank in the Americas, you'll have the opportunity to work with a purpose-driven organization that helps its customers achieve success.About the Opportunity:We're seeking a talented and enthusiastic Financial Consultant, Regional Accounts to join our team. As a key member of our team, you'll be responsible for reengaging clients and...

About ScotiabankCompany OverviewScotiabank is a leading bank in Canada, committed to making a difference in our communities.SalaryA competitive compensation package tailored for the Financial Advisor, Investment Planning role. The estimated salary range is $80,000 - $120,000 per year, based on experience and location.Job DescriptionWe are seeking a skilled...

At Scotiabank, we are committed to making a difference in our communities. As an Expert Wealth Manager, you will be part of the branch sales team responsible for driving success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.About the RoleYou will establish/deepen...

Unlock Your Potential as a Strategic Benefits AdvisorWe are seeking an experienced Strategic Benefits Advisor to join our dynamic team at People Corporation.About the Role:We offer a competitive salary of $85,000 - $110,000 per year, commensurate with experience.As a Strategic Benefits Advisor, you will be responsible for providing consulting services to and...